FRG Family Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $16.4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $419K | Sell |
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|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $737K | Hold |
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|
2020
Q4 | $721K | Sell |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.36M | Hold |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $749K | Buy |
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